CS–UBS Integration
Played a key role in large-scale integration — simplifying workforce and reporting processes across 60+ MSA requests, 500+ org changes, and 80+ hiring/conversion/relocation actions in Risk Technology.
IT PMO & TECHNOLOGY BUSINESS MANAGER
15 years leading IT PMO governance, portfolio delivery, and executive reporting across financial services technology — turning agile and waterfall programs into predictable, measurable outcomes.
About
I bring 15 years of financial services experience supporting senior leadership across strategy, budgeting, performance analytics, governance, and organizational planning.
I advise executives on priorities, financial planning, operating models, and ROI analysis — translating complex initiatives into clear roadmaps and accountable metrics. Most recently, I led IT PMO governance and technology business management at UBS and Infosys.
I run the operating rhythm of technology delivery — RAID governance, portfolio health reporting, agile and waterfall execution, and the dashboards that let leadership see risk before it becomes a problem.
Experience
United States
United States
Credit Suisse was acquired by UBS, with the merger finalized in 2024. I moved into a new role under UBS in October 2024 after the transition.
United States
India
India
Skills
Certifications
Highlights
Played a key role in large-scale integration — simplifying workforce and reporting processes across 60+ MSA requests, 500+ org changes, and 80+ hiring/conversion/relocation actions in Risk Technology.
At UBS, played PM, BA, and QA roles for an OpenAI-powered data extraction rollout in Commercial Lending — coordinating delivery, partnering with Credit Officers, validating 60+ client onboarding files, and supporting a successful production release.
Delivered a $3M budget reduction through vendor renegotiation, workforce optimization, and internalization — without compromising delivery continuity.
Raised internal staff ratio from 71% to 80% (toward 85% FY27 goal), improved staff engineering ratio by 12%, and lifted India/Poland presence by 5%.
AI & Automation
Beyond managing technology delivery, I build and apply AI tools to solve real PMO problems.
At UBS, played PM, BA, and QA roles for an OpenAI-powered data extraction rollout in Commercial Lending — coordinating delivery, partnering with Credit Officers, validating 60+ client onboarding files, and supporting a successful production release.
Problem
PMOs and BAs spend hours after every meeting manually turning raw notes into requirements, user stories, acceptance criteria, and risks.
Solution
A 4-stage AI pipeline (requirements → stories → acceptance criteria → risks) that generates a structured, ID-linked requirements package from raw meeting notes, powered by Google Gemini.
Benefit
Turns a multi-hour documentation task into a reviewable first draft in seconds, complete with a live traceability matrix and flagged ambiguities that still need a human decision.
Problem
Same documentation bottleneck — but also a question of whether the same solution can be built reliably on more than one AI platform.
Solution
The identical 4-stage pipeline and traceability approach, built as a self-contained Claude Artifact that calls the Claude API directly from the browser — no separate backend.
Benefit
Demonstrates the same working solution shipped on two different AI platforms and architectures, from a single lightweight in-browser build.
Problem
Translating business requirements directly into working software usually needs a traditional dev handoff, slowing delivery and diluting PM oversight along the way.
Solution
Built a full-stack expense tracking app end-to-end using Claude Code as an AI development partner, applying a "big prompt" methodology — describing complete feature requirements upfront rather than incremental prompting. Next.js, TypeScript, and Tailwind CSS, with expense data persisted client-side via localStorage. Explored three parallel implementation approaches (simple export, advanced multi-format export, cloud-integrated export) using Git branching to compare options before selecting a direction — mirroring real portfolio evaluation and delivery decisions.
Benefit
Shows the ability to direct AI-driven delivery end-to-end — requirements, build, quality review, and version control — while retaining PM-level oversight (reviewing every file change, approving every command) throughout, not just prompt engineering in isolation.
Problem
Documentation debt — inconsistent, manually written, quickly-outdated docs — and the common failure of writing only for developers while end users are left without guidance.
Solution
Designed a reusable Claude Code slash command (/generate-docs) using a structured prompt-engineering framework (Task instructions, Arguments, Reusable process steps, Guided examples, Explicit outputs, Template naming, Error handling, Documentation). Given only a feature name, it analyzes the relevant code, classifies the feature as frontend/backend/full-stack, and generates two distinct, purpose-built documentation files: (1) a technical specification for developers — architecture, API details, and implementation notes — and (2) a user guide for non-technical readers — plain-language, step-by-step instructions with real captured screenshots. Both follow the project's existing documentation patterns, are cross-linked to each other, and are cross-referenced against related existing documentation.
Benefit
Demonstrates applying PMO governance instincts (standardization, dual-audience communication, traceability, built-in quality checks) directly to a technical AI workflow, rather than one-off AI usage.
Problem
Serial AI development is slow when multiple independent features are ready to build at once — and parallel work risks silently hiding the coordination points that still need human judgment.
Solution
Designed and ran a parallel AI development workflow combining Git worktrees with Claude Code subagents — spinning up multiple isolated working directories, each on its own branch, and assigning an independent AI subagent to build a full feature in each simultaneously (no shared state, no interference). Used this to build two features in parallel and surfaced a genuine shared-dependency conflict during integration (both features independently modified the app's navigation component in incompatible ways), requiring a manual reconciliation decision.
Benefit
Demonstrates orchestration of multi-agent technical delivery and the PMO skill of identifying and resolving shared-dependency conflicts between concurrent workstreams — a direct technical analogue to managing parallel project tracks.
Problem
Project status updates arrive scattered across emails, chats, and notes, making it hard to keep an accurate, current RAID log and executive status view.
Solution
Converts scattered project updates into one consolidated executive status report with RAG status and a structured RAID log.
Benefit
Replaces a manual weekly compilation task with an automated, always-current status view for leadership.
Problem
Key vendor contract terms — renewal dates, obligations, risk clauses — are easy to lose track of across dozens of SOWs and contracts.
Solution
Extracts key terms, renewal dates, and risk flags directly from vendor contracts and SOWs.
Benefit
Reduces missed renewals and contract risk by surfacing critical terms automatically instead of relying on manual contract review.
Contact
Open to advisory conversations, leadership roles, and collaborations across financial services and technology.
+1 (984) 329-4148
Credit Suisse APAC Star Award — Best PMO Team.